Jon Davis

Jon Davis Email and Phone Number

Trader and Portfolio Manager @ Family Office
Dallas, TX, US
Jon Davis's Location
Dallas, Texas, United States, United States
About Jon Davis

Jon Davis is a Trader and Portfolio Manager at Family Office.

Jon Davis's Current Company Details
Family Office

Family Office

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Trader and Portfolio Manager
Dallas, TX, US
Jon Davis Work Experience Details
  • Family Office
    Trader And Portfolio Manager
    Family Office
    Dallas, Tx, Us
    View
  • Independent Consultant
    Consultant
    Independent Consultant Aug 2021 - Present
    Dallas, Texas, United States
    • Lead finance efforts for multiple cannabis-related businesses across multiple state lines• Transitioned from part-time consultant to full-time key executive advisor in short timeframe• Helped secondhand luxury watch retailer raise capital to fund expansion
  • Hirtzel & Company
    Partner
    Hirtzel & Company Aug 2022 - Present
    Dallas, Texas, United States
    • A hands-on media agency specializing in brand direction, media production and e-commerce strategy
    View
  • 405Mgmt
    Founder
    405Mgmt Jan 2018 - Dec 2021
    Oklahoma City, Oklahoma Area
    • Directed every aspect of business, managed 5-person team and grossed over $10MM in sales
  • 89 Energy
    Corporate Development Manager
    89 Energy Jul 2016 - Apr 2018
    Oklahoma City, Oklahoma Area
    • Worked closely with CEO, CFO and other company leaders from day zero to monetization event• Managed treasury, finance and accounting functions while also wearing many hats in start-up environment
    View
  • American Energy Partners, Lp
    Finance Associate
    American Energy Partners, Lp Jun 2015 - May 2016
    Oklahoma City, Oklahoma
    • Focused on a non-operated E&P company focused in the SCOOP and STACK plays of Central Oklahoma and an upstream minerals and royalty company with assets in the Marcellus, Permian and Utica• Aided company executives in decision making with numerous analyses and summary presentations• Analyzed acquisition opportunities to determine feasibility while sensitizing key variables
  • Goldman Sachs
    Investment Banking Analyst
    Goldman Sachs Aug 2014 - Jun 2015
    New York, Ny
    • Built numerous dynamic spreadsheets to sensitize proposed interest rate swaps against shocks to LIBOR• Produced model to illustrate the effects of FX on EPS, leverage, equity and enterprise value • Sifted through public financial statements to determine company exposures to interest rate and FX risks
    View
  • Robert W. Baird & Co.
    Investment Banking Financial Analyst
    Robert W. Baird & Co. Jul 2013 - Aug 2014
    St. Louis, Mo
    • #1 ranking in firmwide analyst class• Represented firm as sole banker at client meetings, advising on multiple topics, as a 1st year analyst• Constructed detailed financial models to sensitize drivers for buyside & sellside advisory engagements
    View
  • Robert W. Baird & Co.
    Investment Banking Analyst Intern
    Robert W. Baird & Co. May 2012 - Aug 2012
    Milwaukee, Wi
    View

Jon Davis Education Details

  • Oklahoma City University
    Oklahoma City University
    Finance

Frequently Asked Questions about Jon Davis

What company does Jon Davis work for?

Jon Davis works for Family Office

What is Jon Davis's role at the current company?

Jon Davis's current role is Trader and Portfolio Manager.

What schools did Jon Davis attend?

Jon Davis attended Oklahoma City University.

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